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Envestnet | Tamarac

Envestnet | Tamarac

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Author: Peter Stanton

Peter has been building banking and lending programs for the last 40 years. As Chief Executive Officer and Founder of the Advisor Credit Exchange, LLC (ACx), Peter helps wealth management firms deliver highly profitable growth with banking and lending programs based on fully integrated wealth management strategies. A Yale University graduate, he began his career at Merrill Lynch, serving as Executive Vice President and Senior Director of Merrill Lynch Business Financial Services and SVP and Senior Director for Merrill Lynch Credit Corporation. He then served as Senior Vice President and Director of Banking Strategy for UBS Financial Services. In 2015, Peter co-founded Investor Lending Solutions (ILS), which he later sold to Goldman Sachs.
Lending/Practice Management

New Integration Enables Tamarac Advisors to Meet Client Demand for Credit Advice

November 7, 2022 Peter Stanton

Research shows that 84% of clients expect their advisor to provide loan and credit management advice...

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